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Fairfax, VA Probate Blog

Monday, March 10, 2014

When Should I Consult a Probate Attorney?

A Probate Attorney should be consulted before you ever meet with the probate clerk. Frequently individuals open up a probate estate unnecessarily thereby exposing them to liability (i.e., IRS) and incurring unnecessary probate fees. If you have already opened up the estate, then it is even more important and time sensitive that you consult a Probate Attorney.

The initial Probate Attorney consultation should take about an hour. When the consultation is initially scheduled, we provide the prospective client with a probate worksheet to be completed before the appointment. The worksheet includes specific asset and personal information necessary for the Probate Attorney to provide a proper consultation. At the appointment, the Probate Attorney will provide the prospective client with a brief explanation of the known issues, responsibilities, timelines (i.e., accountings, tax returns, inventories, ect), projected tasks and a general timeframe for completing the probate work.

If you have any questions, please give us a call today. Luke Lenzi, Esq. will be happy to discuss any Probate Attorney questions you have on the phone. And, if a consultation is desirable, we can set a probate consultation.




The Lenzi Law Firm, PLLC assists clients throughout Northern Virginia and Washington D.C. including Fort Washington, Falls Church, Ft. Myer, Vienna, Rosslyn, Springfield, Mount Vernon, Annandale, Fort Belvoir, Fairfax, Dunn Loring, Merrifield, McLean, Oakton, Reston, Burke, Great Falls, Fredericksburg, Stafford and Herndon in Arlington County, Alexandria County, & Fairfax County.



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| Phone: 703.224.8969

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